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Name Holding Trade Value Shares
Change
Change in
Stake
LWMM
626
Legacy Wealth Management (Mississippi)
Mississippi
$294K +$252K +3,616 New
ACM
627
Advisors Capital Management
New Jersey
$294K -$72.6K -1,040 -22%
CA
628
Clearstead Advisors
Ohio
$293K +$194K +2,786 +342%
JWCA
629
J.W. Cole Advisors
Florida
$292K +$250K +3,586 New
FTWA
630
Fifth Third Wealth Advisors
Ohio
$287K +$246K +3,529 New
VIP
631
Viewpoint Investment Partners
Alberta, Canada
$285K +$244K +3,500 New
KNW
632
Kesler Norman & Wride
Utah
$281K +$488 +7 +0.2%
KAS
633
Kestra Advisory Services
Texas
$281K -$2.16K -31 -0.9%
FM
634
Family Management
New York
$279K +$240K +3,434 New
BS
635
Banco Santander
Spain
$279K
PTP
636
Platform Technology Partners
New York
$276K -$17K -243 -7%
TG
637
TCW Group
California
$276K -$6.49K -93 -3%
PTC
638
Private Trust Company
Ohio
$276K +$2.93K +42 +1%
SLP
639
Storen Legacy Partners
Indiana
$275K -$26.5K -380 -10%
IIC
640
Integrated Investment Consultants
Michigan
$273K +$234K +3,358 New
CTA
641
Chesley Taft & Associates
Illinois
$272K -$2.72K -39 -1%
BA
642
Bard Associates
Illinois
$271K +$2.93K +42 +1%
FA
643
Faithward Advisors
Pennsylvania
$271K +$233K +3,333 New
CFG
644
Citizens Financial Group
Rhode Island
$271K +$232K +3,332 New
DMBA
645
Deseret Mutual Benefit Administrators
Utah
$271K -$29.9K -428 -11%
ACA
646
Aptus Capital Advisors
Alabama
$270K -$10.7K -154 -4%
VCM
647
Vision Capital Management
Oregon
$270K
KA
648
KLCM Advisors
Wisconsin
$270K -$3.49K -50 -1%
ASA
649
Axxion S.A.
Luxembourg
$268K +$230K +3,294 New
BAM
650
Belpointe Asset Management
Nevada
$266K +$228K +3,272 New